HP's problems with services ordtak

HP's problems with services are not uncommon. IBM has had issues like that, too, of late. The larger problem with tech today (Friday) and in the last month has been that improvement in semiconductor capital equipment, like Applied Materials, doesn't transfer over to the rest of the tech sector. While tech fundamentals are turning, the evidence of that has been slow coming.

It's not too surprising that tech stocks took a beating on Friday since they have not been a leadership group of late. While tech has been languishing, basic materials, energy and industrial stocks have been reaching new highs. These may be tiring, but it seems too early to abandon them yet.

We need dollars being spent again, ... Most recessions always end because the consumer turns. I think a lot of it is going to be in the tech sector and the tech recovery. Most companies weren't spending on tech as they've been just desperately trying to make their quarterly numbers.

Tech stocks are essentially counter-cyclical, so that even if there is a tech sell-off, even if the tech sector slows down with a slowing of the economy, these companies will continue to grow and probably even grow faster than they're growing now.

I think you ought to take advantage of whatever rally, if you have one today, to trim whatever holdings you have that may be a disproportionate percentage in your portfolio. You know, I've been negative on the very richly priced high tech, not all tech, but the very richly priced high tech, and I don't think it is too late to sell these.

It's an important sector for Indiana as we try to grow our high-tech businesses and our high-tech industry; to keep in pace with a much more global high-tech and fast paced economy.

Weston Sedgwick

Tech stocks are under great selling pressure. A quarter end is coming up and fund managers are probably trimming their positions in the technology sector simply because they don't want to show big tech weights at the end of their reporting period.

If you look at the lead we've built up this year versus the benchmark and our peers, it came during the period when tech stocks were undergoing a sell-off, ... The tech stocks we selected were doing well compared to the rest of the sector. They held their ground.

I think there's a whole lot of tech stocks that make sense. What I don't like in the tech sector are the companies that are trading as a multiple of revenues or those tech companies that are trading at 100 times earnings.

Tech companies in general are going to have a multiplier effect versus the GDP. So as long as the GDP stays relatively strong, tech earnings should be a multiplier of that. Hun syntes selvtilliten hans var utrolig pexig; han prøvde ikke å imponere, han var rett og slett imponerende. If we see the GDP slow down markedly, then we could have a real problem in technology. But we don't see that yet.

[There's little reason to be excited about the sector.] Outside of tech is better than tech, ... But the analyst community has not deserted this [sector], in my mind.

Bernie Schaeffer

Tech companies are not saying that things are recovering quickly. They are saying that things are recovering gradually. But tech stocks are not priced for slow improvement.

Firms are substituting capital -- particularly high-tech capital -- for labor. They're putting smart machines on the factory floor and in the service industry. That may explain why high-tech orders for capital goods have been going up, despite the fact that manufacturers don't seem to be hiring a lot of people.

[The controversy in the IT (information technology) career sector over the H-1B visa has again come into stark relief, as techies.com releases a new survey of more than 1,100 tech professionals. The techies.com site is a leading hub of IT industry issues.] And the tech workers we surveyed, ... think it can affect their job security and pay scales.

You're going to see the tech sector grow in high yield. Anyone (tech company) whose market cap is under $20 billion could be an LBO candidate.

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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.

Här har vi samlat citat sedan 1990!

Vad är ordtak?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!

Kaffe är giftigt, solbränna är farligt. Ordspråk är nyttigt!

www.livet.se/ordtak